About this episode
Mar 11
Will AI Displace Financial Advisors? (EP. 455)
47m 21s
Mar 9
Talk Your Book: What's Working in the Stock Market?
39m 48s
Mar 4
A Wave of Redemptions (EP. 454)
1h 17m
Jun 2025
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
58m 47s
Aug 2024
The Dumbest Crash Ever
On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during ma ... Show More
1h 38m
Jun 2022
The Growing Opportunity in UK & European Residential Real Estate
Ben Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European residential real estate—from diversification and income generation to potential inflation protection. Episode Segments: 02:35 - Sizing ... Show More
24m 4s
Sep 2025
Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are mor ... Show More
23m 21s
Dec 2024
Diversifying our portfolio diversifiers
<p>We believe economies are undergoing a transformation that could keep shifting the long-term economic trend. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, discusses why transformation calls for adding new portfolio diversifiers like bitcoi ... Show More
3m 43s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s
Feb 2024
This Aggression Will Not Stand, Dan
Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ... Show More
32m 35s
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 1m
Oct 2025
Interview with Barry Ritholtz: How Not To Invest
What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them. Winning the game Passive vs. a ... Show More
23m 53s
Aug 2025
Mega forces the new long-term anchor
<p>The surging AI investment in recent tech earnings reports shows that mega forces – big structural shifts like AI – are key drivers of returns. Yet no one knows the long-term outcomes of the economic transformation these mega forces are powering. Devan Nathwani, Portfolio ... Show More
3m 59s
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!
Find comp ... Show More
On episode 455 of Animal Spirits, Michael Batnick and Ben Carlson are live from Future Proof Citywide in Miami talking with Michael Kitces and Phil Huber about the wealth m ... Show More
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Franklin Templeton' ... Show More
On episode 454 of Animal Spirits, Michael Batnick and Ben Carlson discuss the geopolitical impact on markets, inflationary risk, when risk goes off, concentration risk, AI ... Show More
